Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Happily, ‘Evergrande’ after?

October 11, 2021
Financial markets have continued to deliver positive returns amid a backdrop of geopolitical headwinds and the ongoing global pandemic. Read more

Market Commentary: Monthly Bulletin September 2021

October 4, 2021
As we head towards the end of the third quarter of 2021, September saw some earlier years gains erased amid continued supply chain disruptions and rising inflation, despite this developed market indices remain on strong footing with growth stocks returning 12.2% and value returning 14.4% year-to-date. Read more

Could your clients’ wills be contested after their death?

September 29, 2021
The number of wills being legally challenged is on the rise, but good estate planning and clear communication could prevent this. Here’s how Boolers can help Read more

4 key times a financial planner can add value for your clients

September 29, 2021
There are many key moments and life milestones, both unexpected and planned, when a financial planner can add real value for your clients. Here are 4 of them Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey